EWM
EL icon

Endurance Wealth Management’s Estee Lauder EL Stock Holding History

Endurance Wealth Management’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$31K Hold
160
– – ﹤0.01% 388
2023
Q1 		$39K Hold
160
– – 0.01% 372
2022
Q4 		$40K Buy
+160
New +$35.7K 0.01% 354
2020
Q1 		– Sell
-30
Closed -$6K – 573
2019
Q4 		$6K Buy
+30
New +$5.83K ﹤0.01% 449

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Endurance Wealth Management's EL Position: Q2 2023 in Review

Endurance Wealth Management held its Estee Lauder (EL) position steady in Q2 2023 at 160 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Endurance Wealth Management first reported a position in EL in Q4 2019 and has held it in 4 quarters since. The position peaked at $40K in Q4 2022. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Endurance Wealth Management held 160 shares of Estee Lauder worth $31K as of Q2 2023.
  • Endurance Wealth Management left its Estee Lauder share count unchanged in Q2 2023.
  • Estee Lauder made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #388 holding.
  • Endurance Wealth Management first reported a position in Estee Lauder in Q4 2019 and has held it in 4 quarters since.
  • Endurance Wealth Management's Estee Lauder position peaked at $40K in Q4 2022.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.